Latest Institutional Transactions on Workiva Inc (WK)

WK Quotes by TradingView

This table provides information on the latest institutional transactions involving Workiva Inc (WK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2023 Q4 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 CALL
4.8K
New
$320K - $410K
4.8K $319K
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
BUY
 -
10K
New
$670K - $859K
10K $668K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
365K
New
$24.3M - $31.2M
365K $24.2M
Feb 14, 2023 Q4 2022
P Schoenfeld Asset Management LP

New York, NY
BUY
 CALL
150K
New
$10M - $12.8M
150K $9.97M
Feb 14, 2023 Q4 2022
Adage Capital Partners Gp, L.L.C.

Boston, MA
BUY
 -
35K
New
$2.33M - $2.99M
35K $2.33M
Feb 14, 2023 Q4 2022
Contour Asset Management LLC

New York, NY
BUY
 -
140K
New
$9.31M - $11.9M
140K $9.27M
Feb 13, 2023 Q4 2022
Alpha Paradigm Partners, LLC

Chicago, IL
BUY
 -
6.9K
New
$460K - $590K
6.9K $459K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.02K
+ 104.88%
$135K - $173K
3.95K $262K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
11
New
$734 - $940
11 $731
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
2.66K
New
$177K - $227K
2.66K $177K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-1.17K
- 32.36%
$78.3K - $100K
2.45K $163K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
10
+ 22.73%
$667 - $855
54 $3.59K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
50
New
$3.34K - $4.27K
50 $3.32K
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
SELL
 -
-100
- 7.27%
$6.67K - $8.55K
1.28K $84.7K
Q3 2022
Nov 14, 2022 Q3 2022
Symmetry Peak Management LLC

Radnor, PA
BUY
 -
5K
New
$300K - $389K
5K $332K
Nov 14, 2022 Q3 2022
Vestcor Inc

Fredericton, A3
BUY
 -
33K
New
$1.98M - $2.57M
33K $2.19M
Nov 14, 2022 Q3 2022
Quantamental Technologies LLC

White Plains, NY
BUY
 -
5.36K
New
$321K - $417K
5.36K $356K
Nov 14, 2022 Q3 2022
Whetstone Capital Advisors, LLC

Shawnee Mission, KS
BUY
 -
28.4K
New
$1.7M - $2.21M
28.4K $1.89M
Nov 14, 2022 Q3 2022
Panagora Asset Management Inc

Boston, MA
BUY
 -
17.5K
New
$1.05M - $1.36M
17.5K $1.16M
Nov 14, 2022 Q3 2022
Drw Securities, L.L.C.

Chicago, IL
BUY
 CALL
4.7K
New
$282K - $366K
4.7K $312K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
9
New
$540 - $700
9 $598
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
SELL
 -
-2.11K
- 30.23%
$126K - $164K
4.86K $323K
Nov 14, 2022 Q3 2022
Washington Harbour Partners LP

Arlington, VA
BUY
 -
31.4K
New
$1.88M - $2.44M
31.4K $2.09M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-29
- 22.48%
$1.74K - $2.26K
100 $6.65K
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
322
New
$19.3K - $25.1K
322 $21.4K
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 -
10K
New
$600K - $778K
10K $665K
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 CALL
200
New
$12K - $15.6K
200 $13.3K
Nov 02, 2022 Q3 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-256
- 41.42%
$15.3K - $19.9K
362 $24.1K
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 -
425
New
$25.5K - $33.1K
425 $28.2K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
32
New
$1.92K - $2.49K
32 $2.13K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
181
New
$10.9K - $14.1K
181 $12K
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
67
New
$4.02K - $5.21K
67 $4.45K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
9
New
$540 - $700
9 $598
Q2 2022
Aug 25, 2022 Q2 2022
M&G Investment Management LTD

London, X0
SELL
 -
-11.9K
Closed
$737K - $1.45M
0 $0
Aug 15, 2022 Q2 2022
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-2.83K
Closed
$175K - $346K
0 $0
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-10.4K
- 18.69%
$646K - $1.27M
45.3K $3.01M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-126
Closed
$7.81K - $15.4K
0 $0
Aug 15, 2022 Q2 2022
Pier Capital, LLC

Stamford, CT
SELL
 -
-88.5K
Closed
$5.49M - $10.8M
0 $0
Aug 15, 2022 Q2 2022
Putnam Investments LLC

Boston, MA
SELL
 -
-55.2K
Closed
$3.43M - $6.76M
0 $0
Aug 15, 2022 Q2 2022
ETF Managers Group, LLC

Summit, NJ
BUY
 -
10.8K
New
$669K - $1.32M
10.8K $717K
Aug 15, 2022 Q2 2022
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-1.99K
Closed
$123K - $243K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-114
Closed
$7.07K - $13.9K
0 $0
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
13
+ 31.71%
$806 - $1.59K
54 $3.59K
Aug 12, 2022 Q2 2022
Westfield Capital Management CO LP

Boston, MA
SELL
 -
-248K
Closed
$15.4M - $30.4M
0 $0
Aug 12, 2022 Q2 2022
Capital Fund Management S.A.

Paris, I0
SELL
 -
-25.9K
- 64.95%
$1.61M - $3.17M
14K $930K
Aug 12, 2022 Q2 2022
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-122K
- 99.98%
$7.57M - $14.9M
19 $1.26K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.7K
Closed
$105K - $208K
0 $0
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
96
+ 1.98%
$5.95K - $11.7K
4.95K $329K
Aug 10, 2022 Q2 2022
Jeneq Management LP

New York, NY
SELL
 -
-4.3K
Closed
$267K - $526K
0 $0

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